{"schemaVersion":"jobsearcher.job.v1","id":"ce2d8ff778d9340975679f05","url":"https://jobsearcher.com/jobs/ce2d8ff778d9340975679f05","canonicalUrl":"https://jobsearcher.com/jobs/ce2d8ff778d9340975679f05","title":"Registered Client Associate","description":"Your role\nAre you truly service oriented? Do you know how to take care of people?\n\nResponsibilities\nKeep management systems up-to-date with client information\nEducate clients on account services and capabilities\nHelp with the preparation of reports and other materials for client meetings\nCollect the right documentation for opening new accounts and service requests\nPlan team marketing events and maintain marketing materials\nProvide the team with a detailed calendar of activities\n\nJob Type\nFull Time\n\nJob Reference #\n339496BR\n\nCity\nPasadena\n\nYour team\nYou’ll be working in the Financial Services team in California. Your working location will be based in Pasadena, California. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them.\n\nYour expertise\nSIE, Series 7 and 66 licenses\nIdeally 3-5 years of experience in client service, within the finance sector\nBachelor's or master`s degree or equivalent, focusing on finance\nExcellent communicator, with solid interpersonal skills\nDetail oriented (nothing gets past you)\nProficient in Microsoft Office Suite\nCantonese/Mandarin is a plus\n\nSalary information\nUnited States - California - Pasadena min USD 75000 - max USD 85000 /annum\n\nAbout Us\nUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.\n\nEEO and Disability Inclusion\nUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\n\n#J-18808-Ljbffr","company":"UBS","rawCompany":"ubs","city":"Pasadena","state":"CA","isRemote":false,"isActive":true,"createdAt":"2026-06-20T04:20:34.836Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"39-9099.00","title":"Personal Care and Service Workers, All Other","slug":"personal-care-and-service-workers-all-other"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Registered Client Associate","description":"Your role\nAre you truly service oriented? Do you know how to take care of people?\n\nResponsibilities\nKeep management systems up-to-date with client information\nEducate clients on account services and capabilities\nHelp with the preparation of reports and other materials for client meetings\nCollect the right documentation for opening new accounts and service requests\nPlan team marketing events and maintain marketing materials\nProvide the team with a detailed calendar of activities\n\nJob Type\nFull Time\n\nJob Reference #\n339496BR\n\nCity\nPasadena\n\nYour team\nYou’ll be working in the Financial Services team in California. Your working location will be based in Pasadena, California. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them.\n\nYour expertise\nSIE, Series 7 and 66 licenses\nIdeally 3-5 years of experience in client service, within the finance sector\nBachelor's or master`s degree or equivalent, focusing on finance\nExcellent communicator, with solid interpersonal skills\nDetail oriented (nothing gets past you)\nProficient in Microsoft Office Suite\nCantonese/Mandarin is a plus\n\nSalary information\nUnited States - California - Pasadena min USD 75000 - max USD 85000 /annum\n\nAbout Us\nUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.\n\nEEO and Disability Inclusion\nUBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.\n\n#J-18808-Ljbffr","datePosted":"2026-06-20T04:20:34.836Z","dateModified":"2026-06-20T04:20:34.836Z","hiringOrganization":{"@type":"Organization","name":"UBS","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Pasadena","addressRegion":"CA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"ce2d8ff778d9340975679f05"},"url":"https://jobsearcher.com/jobs/ce2d8ff778d9340975679f05"}}